Home / Estate Planning Workshops

Estate Planning Workshops

Submitted by ldent on Tue, 05/09/2017 - 12:20
Print
Manager Input
Manager's Decision: 
Approved
Is staff available for coverage?: 
Yes
Library budget available for this amount and for this target audience?: 
Yes
Manager Comments: 
No dollars needed for this program.
Program Identification
Location: 
Engagement & Program Services - Multiple Locations
Program Details

Blurb

Would you like to use a description from the Blurb Bank?: 
No, I'll create my own blurb.
Program Description: 
Wills and Probate Workshop What is a Last Will and Testament?  Who needs one?  What is the cheapest way to have a valid Last Will and Testament?  Do all Wills go through probate?  What is Probate?  What is the cost of probate and how long does it take?  The attorney will address all of these questions and more.   There will be time reserved at the end of the program for general questions on the subject matter covered. Trusts and Probate Workshop Who needs a Trust?  How is a Trust different from a Will? Why would you choose a revocable Trust?  Is an Irrevocable Trust better than a revocable trust?  Will Medicaid take the assets that are in the name of the trust?  Can my creditors take the assets that belong to my trust? How does a trust avoid probate? Do I need to avoid probate? The attorney will address these questions and more, and there will be time at the end of the program to ask general questions about the topic covered.
Primary Age Group: 
Adult
Additional Age Groups: 
Adult / Senior (ages 55+)
Primary Event Type: 
Business & Finance
Additional Event Types: 
Business & Finance

Presenter

Will your program have a presenter?: 
Yes
Does the presenter have the proper credentials, training & positive references?: 
Yes
Presenter Type: 
community resource professional (outreach)
Program Justification
Is a program the best way to meet the expressed need or present information?: 
Yes
Does the program fit the goals of the MLS?: 
Yes
How & why does this program meet the goals of the MLS?: 
Members will Live Smarter by attending a workshop to learn about Wills, Trusts and Probate processes for both. These programs are led by Probate attorney's providing educational workshops for the community during Estate Planning Awareness Week (month of October).
Which Strategic Plan Response/Goals does this program meet?: 
Satisfy Curiosity: Your libraries are centers that offer access to civic, cultural and community enrichment opportunities.
Why will this program be successful?: 
We will jointly promote these workshops with Oklahoma Bar Association to target interested members.
How will success be measured/determined?: 
Responses from attendees, number of attendees, related library materials checked out following the event.
Program Engagement

Marketing

Is sufficient time available to have a Info Magazine Listing?: 
Yes
Is sufficient time available to request MaC materials and display them for at least 2 weeks (45 days)?: 
Yes

Community Engagement

How will you promote this event to the community?: 
Create a Book River or RSS feed in LS2Pac
Create an in-Library Book Display or Exhibit
Share event in a community calendar, newsletter, or newspaper
Share on my personal Social Media sites (Facebook, Twitter, or Instagram)
Submit for sharing on Library System's Social Media sites
Up-sell the event with customers (verbally or with printed Marketing pieces)
Visit a community organization to promote
What library resources and services will you connect to this program?: 

Library materials on Wills, Trusts and the Probate process with each.

Are volunteers needed?: 
No

Supplies

Are supplies needed?: 
No supplies are needed for this particular program.
Final Comments: 
The attorney's will donate their time to provide this program.
Are you ready for your supervisor to evaluate this program?: 
No
Program Evaluation
Are you ready to evaluate your program?: 
No
Move Forward?: 
Yes, I'm ready to move on.
Move Forward?: 
Yes, I'm ready to move on.
Move Forward?: 
Yes, I'm ready to move on.
Site Feedback